Matthew Hamilton Rosenberg’s Markel Group MKL Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.4K	Hold	9	–	–	﹤0.01%	588
2026 Q2	$17.6K	Hold	9	–	–	﹤0.01%	563
2026 Q1	$17.2K	Hold	9	–	–	﹤0.01%	555
2025 Q4	$19.3K	Hold	9	–	–	﹤0.01%	548
2025 Q3	$17.2K	Hold	9	–	–	﹤0.01%	569
2025 Q2	$18K	Hold	9	–	–	﹤0.01%	579
2025 Q1	$16.8K	Hold	9	–	–	﹤0.01%	561
2024 Q4	$15.5K	Hold	9	–	–	﹤0.01%	573
2024 Q3	$14.1K	Hold	9	–	–	﹤0.01%	581
2024 Q2	$14.2K	Hold	9	–	–	﹤0.01%	562
2024 Q1	$13.6K	Hold	9	–	–	﹤0.01%	578
2023 Q4	$12.8K	Hold	9	–	–	﹤0.01%	581
2023 Q3	$13.3K	Hold	9	–	–	﹤0.01%	583
2023 Q2	$12.4K	Hold	9	–	–	﹤0.01%	595
2023 Q1	$11.5K	Hold	9	–	–	﹤0.01%	645
2022 Q4	$11.9K	Hold	9	–	–	﹤0.01%	637
2022 Q3	$10K	Hold	9	–	–	﹤0.01%	640
2022 Q2	$12K	Hold	9	–	–	﹤0.01%	627
2022 Q1	$13K	Hold	9	–	–	﹤0.01%	601
2021 Q4	$11K	Hold	9	–	–	﹤0.01%	587
2021 Q3	$11K	Hold	9	–	–	﹤0.01%	568
2021 Q2	$11K	Hold	9	–	–	0.01%	511
2021 Q1	$10K	Hold	9	–	–	0.01%	495
2020 Q4	$9K	Buy	+9	New	+$8.97K	0.01%	484

Other funds holding MKL

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Matthew Hamilton Rosenberg's MKL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Markel Group (MKL) position steady in Q3 2026 at 9 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Matthew Hamilton Rosenberg first reported a position in MKL in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.3K in Q4 2025. 31 funds tracked by Wall St. Rank hold MKL as of Q3 2026.

Matthew Hamilton Rosenberg held 9 shares of Markel Group worth $15.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its Markel Group share count unchanged in Q3 2026.
Markel Group made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #588 holding.
Matthew Hamilton Rosenberg first reported a position in Markel Group in Q4 2020 and has held it in 24 quarters since.
Matthew Hamilton Rosenberg's Markel Group position peaked at $19.3K in Q4 2025.
31 funds tracked by Wall St. Rank held Markel Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.